Trust Quarterly Review

That’s not what the donor wants!

Caroline Bielanska, December 2017

Caroline Bielanska TEP is the Principal at Caroline Bielanska Consultancy, and the winner of STEP’s Vulnerable Client Advisory Practice of the Year Award 2017 and Trusted Advisor of the Year Award 2017. She is the author of Cretney & Lush on Lasting and Enduring Powers of Attorney (8th edition).

Summary:

Handling instructions from an attorney that appear to conflict with the wishes of the LPA donor

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